CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS Trademark
Trademark Overview
On Friday, February 13, 2026, a trademark application was filed for CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS with the United States Patent and Trademark Office. The USPTO has given the CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS trademark a serial number of 99652141. The federal status of this trademark filing is NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER as of Friday, February 13, 2026. This trademark is owned by Waterloo Capital Management, LLC. The CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS trademark is filed in the Insurance & Financial Services category with the following description:
Financial planning and investment advisory services; Financial asset management; Investment consultation; Financial research; Financial information; Financial analysis; Financial advice; Financial consultation; Financial management; Investment brokerage; Investment management; Mutual fund investment; Financial risk assessment services; Investment risk assessment services; Financial portfolio analysis services; Funds investment; Management of a capital investment fund; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence; Financial valuations
General Information
| Serial Number | 99652141 |
| Word Mark | CRITICAL INFRASTRUCTURE FOR FINANCIAL ADVISORS |
| Filing Date | Friday, February 13, 2026 |
| Status | 630 - NEW APPLICATION - RECORD INITIALIZED NOT ASSIGNED TO EXAMINER |
| Status Date | Friday, February 13, 2026 |
| Registration Number | 0000000 |
| Registration Date | NOT AVAILABLE |
| Mark Drawing | 4 - Illustration: Drawing with word(s) / letter(s) / number(s) in Block form |
| Published for Opposition Date | NOT AVAILABLE |
Trademark Statements
| Goods and Services | Financial planning and investment advisory services; Financial asset management; Investment consultation; Financial research; Financial information; Financial analysis; Financial advice; Financial consultation; Financial management; Investment brokerage; Investment management; Mutual fund investment; Financial risk assessment services; Investment risk assessment services; Financial portfolio analysis services; Funds investment; Management of a capital investment fund; Capital investment services; Financial and investment services, namely, asset and investment acquisition, consultation, advisory and development; Financial due diligence; Financial valuations |
Classification Information
| International Class | 036 - Insurance; financial affairs; monetary affairs; real estate affairs. |
| US Class Codes | 100, 101, 102 |
| Class Status Code | 6 - Active |
| Class Status Date | Friday, February 13, 2026 |
| Primary Code | 036 |
| First Use Anywhere Date | NOT AVAILABLE |
| First Use In Commerce Date | NOT AVAILABLE |
Trademark Owner History
| Party Name | Waterloo Capital Management, LLC |
| Party Type | 10 - Original Applicant |
| Legal Entity Type | 16 - Limited Liability Company |
| Address | Austin, TX 78746 |
Trademark Events
| Event Date | Event Description |
| Friday, February 13, 2026 | NEW APPLICATION ENTERED |
| Friday, February 13, 2026 | APPLICATION FILING RECEIPT MAILED |
